Concord Enviro Systems Limited — PPTs, 23-05-2026: Investor Presentation

**1. Business Performance:** Concord Enviro Systems saw FY26 revenue decline 6.2% YoY to ₹557.86 Cr, with Q4FY26 revenue also down 0.5% to ₹206.04 Cr. FY26 Profit after Tax significantly dropped to ₹19.76 Cr. Key factors for the dip included delays in a Kenya project (~₹50 Cr), slow Compressed Biogas (CBG) execution (~₹40 Cr), and Middle East supply chain issues (~₹43 Cr).

**2. Growth Drivers & Strategy:** The company is pushing into green initiatives like CBG plants and efficient Zero Liquid Discharge (ZLD). Strategic focus areas include scaling third-party O&M, expanding membrane product sales, and tapping into high-growth sectors: Solar PV, Semi-conductors, and Green Hydrogen. R&D-driven tech like H-Xtreme and Raw Effluent Membranes are central to its differentiation.

**3. Recent Developments:** New product launches include the H-Xtreme Heat Exchanger and Raw Effluent Membranes (REM). Concord secured new orders in Solar and Steel (Waste Pickle Liquor system), expanded its Roserve (Water-as-a-Service) platform, and won an ₹80 Cr, 10-year O&M contract.

**4. Key Financial Metrics & Outlook:** FY26 EBITDA stood at ₹36.63 Cr (6.6% margin). Despite current headwinds, a robust order book of ₹536 Cr and a pipeline of ₹3,000 Cr reflect strong future potential. Management acknowledges challenges but highlights strategic investments for sustainable growth and re-accelerating momentum, leveraging technology leadership.